Marvin & Palmer Associates as of June 30, 2013
Portfolio Holdings for Marvin & Palmer Associates
Marvin & Palmer Associates holds 63 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 4.5 | $8.4M | 54k | 154.28 | |
| Fomento Economico Mexicano SAB (FMX) | 4.3 | $7.9M | 76k | 103.19 | |
| 3.8 | $7.0M | 7.9k | 880.38 | ||
| Biogen Idec (BIIB) | 3.8 | $6.9M | 32k | 215.21 | |
| Home Depot (HD) | 3.7 | $6.9M | 89k | 77.47 | |
| Amazon | 3.5 | $6.5M | 24k | 277.71 | |
| Blackstone | 3.3 | $6.1M | 287k | 21.06 | |
| Apple Computer | 3.0 | $5.5M | 14k | 396.52 | |
| eBay (EBAY) | 2.7 | $4.9M | 95k | 51.72 | |
| Via | 2.6 | $4.8M | 71k | 68.03 | |
| Costco Wholesale Corporation (COST) | 2.6 | $4.7M | 43k | 110.56 | |
| CVS Caremark Corporation (CVS) | 2.5 | $4.5M | 79k | 57.18 | |
| T. Rowe Price (TROW) | 2.4 | $4.5M | 62k | 73.20 | |
| Walt Disney Company (DIS) | 2.4 | $4.5M | 71k | 63.15 | |
| Companhia de Bebidas das Americas | 2.4 | $4.4M | 119k | 37.35 | |
| MasterCard Incorporated (MA) | 2.4 | $4.3M | 7.5k | 574.49 | |
| Cummins (CMI) | 2.0 | $3.8M | 35k | 108.45 | |
| Boeing | 1.8 | $3.3M | 32k | 102.45 | |
| Cree | 1.7 | $3.1M | 48k | 63.83 | |
| Ford Motor Company (F) | 1.6 | $3.0M | 195k | 15.47 | |
| Visa (V) | 1.5 | $2.8M | 15k | 182.73 | |
| Gilead Sciences (GILD) | 1.5 | $2.8M | 54k | 51.27 | |
| TJX Companies (TJX) | 1.5 | $2.7M | 54k | 50.06 | |
| Nike (NKE) | 1.4 | $2.6M | 41k | 63.67 | |
| CBS Corporation | 1.4 | $2.6M | 53k | 48.87 | |
| Celgene Corporation | 1.4 | $2.6M | 22k | 116.97 | |
| Concho Resources | 1.4 | $2.5M | 30k | 83.72 | |
| Ecolab (ECL) | 1.4 | $2.5M | 30k | 85.19 | |
| CIGNA Corporation | 1.4 | $2.5M | 34k | 72.49 | |
| Invesco (IVZ) | 1.3 | $2.5M | 77k | 31.80 | |
| Monster Beverage | 1.3 | $2.4M | 39k | 60.83 | |
| Regeneron Pharmaceuticals (REGN) | 1.2 | $2.3M | 10k | 224.90 | |
| America Movil Sab De Cv spon adr l | 1.2 | $2.3M | 104k | 21.75 | |
| Cheniere Energy (LNG) | 1.2 | $2.2M | 80k | 27.76 | |
| BlackRock (BLK) | 1.2 | $2.2M | 8.6k | 256.81 | |
| Linkedin Corp | 1.2 | $2.2M | 13k | 178.31 | |
| ICICI Bank (IBN) | 1.2 | $2.2M | 57k | 38.25 | |
| Abbott Laboratories | 1.2 | $2.2M | 63k | 34.88 | |
| Discovery Communications | 1.2 | $2.2M | 28k | 77.25 | |
| Tiffany & Co. | 1.2 | $2.1M | 30k | 72.85 | |
| Ametek | 1.1 | $2.1M | 49k | 42.30 | |
| Colgate-Palmolive Company (CL) | 1.1 | $2.0M | 35k | 57.28 | |
| Amgen | 1.0 | $1.9M | 19k | 98.68 | |
| Allstate Corp | 1.0 | $1.8M | 38k | 48.12 | |
| Credicorp (BAP) | 1.0 | $1.8M | 14k | 127.96 | |
| Monsanto Company | 0.9 | $1.8M | 18k | 98.82 | |
| Ace Limited Cmn | 0.9 | $1.7M | 19k | 89.48 | |
| American Express | 0.9 | $1.7M | 23k | 74.76 | |
| McKesson Corporation (MCK) | 0.9 | $1.7M | 15k | 114.53 | |
| Banco Bradesco Sa Brad | 0.9 | $1.7M | 128k | 13.01 | |
| Roper Industries (ROP) | 0.9 | $1.6M | 13k | 124.22 | |
| Accenture (ACN) | 0.8 | $1.5M | 21k | 71.97 | |
| Ecopetrol (EC) | 0.7 | $1.2M | 30k | 42.05 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.6 | $1.2M | 8.4k | 140.24 | |
| JPMorgan Chase & Co. (JPM) | 0.6 | $1.1M | 21k | 52.81 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $1.1M | 14k | 80.07 | |
| Amphenol Corp-cl A | 0.6 | $1.1M | 14k | 77.93 | |
| Youku | 0.5 | $983k | 51k | 19.20 | |
| Goldman Sachs (GS) | 0.5 | $832k | 5.5k | 151.27 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 0.5 | $822k | 28k | 29.15 | |
| Canadian Natl Ry (CNI) | 0.4 | $768k | 7.9k | 97.22 | |
| Verizon Communications (VZ) | 0.2 | $413k | 8.2k | 50.37 | |
| Powershares Qqq Trust Call etf | 0.1 | $203k | 500.00 | 406.00 |
